The higher your individual marginal federal tax bracket, the more attractive tax-free investments might become. To realize an after-tax return equivalent to a tax-free yield of 4.0%, an individual in the 36.8% tax bracket would have to obtain a taxable yield of 6.33%. An investor in the 28% tax bracket would have to invest in a taxable bond yielding only 5.56% to achieve the same 4.0% aftertax yield.
Click here for Taxable Equivalent Yields Table
Martin J. Coursey, CLU, ChFC is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC Member SIPC. (www.sipc.org). Supervisory Office:
Martin J. Coursey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. (www.sipc.org)
Coursey Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
2321 Whitney Avenue, Suite 402
Hamden, CT 06518-3535
Coursey Financial Group
231 Farmington Avenue
Farmington, Ct. 06032
860-674-2405 - fax
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